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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,188 | $72,071-84.5% | $68,368-83.6% | $137,256-91.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 18.44% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,082 | $2,788-61.2% | $2,649-59.1% | $4,156-74.0% |
| Participant deferral / active EE | $1,296 | $4,410-70.6% | $4,123-68.6% | $6,407-79.8% |
| Admin fee / account holder | $115 | $5,336-97.8% | $5,150-97.8% | $12,270-99.1% |